Julie is an Associate in our Wills, Trusts and Executries team. She specialises in advising individuals and business owners and their families in relation to succession planning, asset protection, inheritance tax mitigation, wills, trusts, executries and later life planning.
Julie is the trusted legal adviser to a wide range of clients across the Central Belt working from Glasgow and Edinburgh..
As well as being a lawyer, she is also a fully qualified chartered tax accountant and advises clients in areas of inheritance tax, capital gains tax and income tax.
She has a particular interest and expertise in winding up complex estates involving businesses and foreign assets and advises clients in relation to the creation of and administration of asset protection trusts.
Clients comment on her friendly and approachable manner and her ability to empathise with clients giving clear and concise advice that is free of legal jargon.
Consulted by longstanding corporate client of the firm in relation to estate planning for estate comprising numerous companies, development land, commercial and residential properties and trading businesses.
Advising clients in relation to the preparation of Wills and Powers of Attorney in scenario where second marriage and children from both relationships, estate liable to IHT and husband planning to retire.
Advice related to care cost planning and the subsequent creation of trust to hold property.
Advising business owner on creation of family trust to hold personal shares.
Winding up deceased’s estate comprising offshore investments and properties in various jurisdictions.
Advising on title options in relation to purchase of property for child including tax implications, asset protection using trusts and LBTT surcharge concerns.
Taylor High School
University of Strathclyde (1993 LLB Hons)
University of Strathclyde (1994 DIP LP)
Association of Taxation Technicians - ATT qualified November 1995
Institute of Taxation - ATII qualified, May 1999
Qualified as a solicitor 2002
Society of Trust & Estate Practitioners
Chartered Institute of Taxation
Law Society of Scotland
Areas of expertise
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